Family Office Services
At Bank of Texas, we provide your team and your family an added resource with financial capital expertise and coordination of concierge services to support your family’s goals and objectives.
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Integrated Financial Management
- State of the art technology solutions
- Balance sheet analysis
- Consolidated net worth statements
- Custom reporting
- Account and data aggregation
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Personalized Concierge Services
- Tax gathering
- Comprehensive risk management and cyber security analysis
- Philanthropic and charitable coordination and assistance
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Financial Management Solutions
- Bookkeeping
- Sophisticated bill pay services
- Financial reporting
- Forecasted annual budgeting
- Class-based reporting and analysis
- Human resources and payroll administration
- Compliance and tax assistance
Let's Talk
We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.
Private Banking
Austin: 512-527-6824
Dallas: 214-346-3911
Fort Worth: 817-348-5775
Houston: 713-357-2256
North Dallas: 214-346-3955
San Antonio: 210-568-7697
Family Office Services
214-525-7696
Fiduciary Services
Austin: 512-527-6826
Dallas: 214-525-7696
Fort Worth: 817-302-4952
Houston: 713-357-2257
North Dallas: 214-346-3973
San Antonio: 210-568-7697
Financial Planning
Austin: 512-527-6826
Dallas: 972-892-9959
Fort Worth: 817-348-5773
Houston: 713-260-5637
North Dallas: 972-378-7304
San Antonio: 210-568-7697
Investments
Austin: 512-527-6824
Dallas: 972-892-9959
Fort Worth: 817-348-5773
Houston: 713-260-5637
North Dallas: 972-378-7304
San Antonio: 210-568-7697
Mineral Management
918-779-6616
Real Estate Services
918-779-6611